Joanna Brzostowski

Areas of Expertise

Certifications

Certified Public Accountant

Education

B.S., Accountancy, DePaul University

Joanna Brzostowski is a Manager with Shepard Schwartz & Harris LLP. She has significant experience in the areas of accounting and auditing for not-for-profit organizations and real estate clients, including:

Preparing financial audits, reviews and compilations.

Preparing and reviewing tax returns for partnerships, corporations, individuals and organizations exempt from income tax.

Reviewing for potential unrelated business income tax (UBIT).

Consulting on the application for tax exempt status.

Assisting with the application for reinstatement of tax exempt status.

Support for other tax filings such as payroll tax, sales and property tax exemptions, etc.

Researching and preparing memorandums for the firm’s professionals and its clients regarding not-for-profit issues.

In her role as the Manager on several of the firm’s not-for-profit client engagements, Ms. Brzostowski is responsible for monitoring changes within the not-for-profit audit area. In addition, she prepares financial audits, reviews and compilations for the firm’s clients in construction and homebuilder industries.

Ms. Brzostowski started with Shepard Schwartz & Harris in 2000 as an audit intern, went to work for one of the large public accounting firms, and returned to Shepard Schwartz & Harris in 2004.

She and her husband live in a house with their two sons. She enjoys spending time with her family and watching Disney movies and she is a diehard Chicago Cubs fan.